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Release notes for December 2018

The following improvement were introduced in the December 2018 product release:

Activities

  • Adding work hours from activity.

CRM

  • Gantt of gantts of projects for customer card.

Project

  • Project template improvements for case joining and keywords.
  • Small improvement to project/phase tree: close opened phase by clicking empty area on the screen.
  • Possibility to create invoices from project also to other billing customers.

billing_customer.jpg

Invoicing

  • Sweden- and Norway-specific invoice total rounding control.
  • Market segmentation as filter to invoices creation screen.

market_segmentation.jpg

Resourcing

  • Allocation coloring based on hours worked.
  • Tooltip improvements.

Reporting

  • When using sales process as grouping, graphical report barchart is sorted based on sales probability.
  • Added new value "Unallocated hours" to project & phase & customer list report.
  • Added new value Work hour approval status change date to work hour list report.
  • When drilling down from Resourcing analysis to resourcing by person, immediately display all allocations.

 

The following issues were fixed in the December 2018 product release

Activities

  • "Activities late" KPI was showing the Absence-type of activities.

Invoicing

  • Removing project redirected user to dashboard and not to the customer card. 
  • Reminder PDF was not working when new layout is used.
  • Wrong language selection when credit note was created.
  • It was not possible to invoice less than 0,01€ in new UI.
  • Invoice grouping was not working correctly when invoice template was used.

Project

  • User got error when creating an invoice and customers billing contact was deleted.
  • Revenue and Billing values were different in old and new UI

Proposal

  • It was not able to create proposal PDF from new UI if proposal had Billing details added and payment terms was null in the project.
  • When creating proposal in crowns the PDF showed some of the symbols in "Kr" and not in "SEK".

Reporting

  • "Cumulative" was not selectable on analysis reports.
  • Timeout problem in Accounts report.
  • Case filter was not working on users- and user analysis-reports.

Settings

  • In some cases new work contract creation gave error.
  • Scandinavian characters were displayed incorrectly for Project keywords and Contact keywords.

Travel reimbursement

  • Amount of per diem travel expenses were rounded in travel reimbursement.

Visma Financials

  • Financials integration multiplied invoices.
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